Financial Services Specialist Trainee
2 weeks ago
Seeking a Financial Services Specialist Trainee to join our team at Scotiabank.
About the RoleKey Responsibilities:
Our Financial Services Specialists are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by:
- Discovering customer needs and educating them on relevant products and services
- Building comprehensive plans to help customers achieve their goals
- Nurturing strong, long-standing relationships
- Developing and retaining branch business through sales targets and positive customer experiences
Requirements:
The ideal candidate will have the appetite and drive to build strong customer relationships, meet sales targets, and uncover and solve for customers' needs. A Mutual Funds licence and working towards the CIFP Diploma are also required.
What We Offer:
A competitive compensation and benefits package, clear development opportunities, and a collaborative team environment that fosters growth and advancement.
Location: Canada : Ontario : Scarborough
-
Financial Services Specialist
3 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeWe are seeking a skilled Financial Services Specialist to join our team at OTT Financial Inc. The ideal candidate will have a strong background in finance and be able to provide exceptional client service.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake...
-
Financial Services Specialist
4 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeJob Summary: We are seeking a highly skilled Financial Services Specialist to join our team at OTT Financial Inc. As a key member of our team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial goals...
-
Financial Analyst Trainee
3 days ago
Toronto, Ontario, Canada Dream Full timeJob OverviewDream Unlimited is seeking a detail-oriented and driven Financial Analyst Trainee to provide support to the Corporate Accounting team.
-
Aviation Systems Specialist Trainee
3 days ago
Toronto, Ontario, Canada NAV CANADA Full timeEmbark on a rewarding career with NAV CANADA as an Aviation Systems Specialist Trainee. In this role, you'll be part of a dynamic team that contributes to air navigation safety.We're seeking individuals who are passionate about working with cutting-edge technology and have the potential to become skilled technologists. As an Aviation Systems Specialist...
-
Financial Reporting Specialist
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we are committed to providing our clients with exceptional investment and advisory services. We are seeking a highly skilled Financial Reporting Specialist to join our team.Job OverviewThe Financial Reporting Specialist will be responsible for ensuring the accuracy and timeliness of financial reports and tax compliance for our mutual funds,...
-
Life Insurance Sales Advisor Trainee
4 weeks ago
Toronto, Ontario, Canada Neilson Financial Services Full timeUnlock Your Potential in Life Insurance SalesAre you ready to embark on a rewarding career in sales? We're seeking a motivated individual to join our team as a Life Insurance Sales Advisor Trainee.This is an exceptional opportunity to enter the world of life insurance sales with zero barriers. We offer fully paid LLQP training and licensing to help you...
-
Training and Operations Specialist
4 weeks ago
Toronto, Ontario, Canada Foresters Financial Full timeJob DescriptionWe are seeking a highly skilled Training and Operations Specialist to join our team at Foresters Financial. This is a unique opportunity to leverage your expertise in adult education, training, and operations to drive business growth and excellence.Key ResponsibilitiesDesign and Deliver Training Programs: Develop and deliver training programs...
-
Financial Reporting Specialist
4 weeks ago
Toronto, Ontario, Canada Questrade Financial Group Full timeFinancial Reporting SpecialistQuestrade Financial Group is seeking a highly skilled Financial Reporting Specialist to join our finance team. As a Financial Reporting Specialist, you will be responsible for providing support to the finance team with monthly, quarterly, and annual financial reporting needs.Key Responsibilities:Assist with the monthly...
-
Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeWe are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial records to develop...
-
Financial Operations Specialist
5 days ago
Toronto, Ontario, Canada Questrade Financial Group Full timeJob SummaryQuestrade Financial Group is committed to helping our customers become more financially successful and secure. We are looking for a skilled Financial Operations Specialist - Transfer Services to join our team.About UsWe are everything a traditional financial institution is not. At Questrade, you will be constantly moving forward, bringing the...
-
Financial Reporting Specialist
3 weeks ago
Toronto, Ontario, Canada Questrade Financial Group Full timeFinancial Reporting Specialist Job DescriptionQuestrade Financial Group is committed to helping our customers achieve financial success and security. We are a collaborative team that values diversity and inclusion, and we are looking for a skilled Financial Reporting Specialist to join our team.Key ResponsibilitiesAssist with monthly, quarterly, and annual...
-
Financial Services Coordinator
4 days ago
Toronto, Ontario, Canada ORION Financial Services Full timeJob DescriptionWe are seeking a highly skilled Financial Services Coordinator to join our team at ORION Financial Services. This is a permanent position with an estimated salary of $55,000 per year.
-
Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeWe are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key Responsibilities:Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop...
-
Training Operations Specialist
2 weeks ago
Toronto, Ontario, Canada Foresters Financial Full timeJob DescriptionKey ResponsibilitiesThe ideal candidate will have experience designing and delivering adult education, including the creation of e-learning and web-based material.A strong written, verbal, and interpersonal communication skillset is required.The successful individual will support leaders, subject matter experts, and departments with the...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeWe are seeking a skilled Financial Planning Specialist to join our team at OTT Financial Inc. The ideal candidate will have a strong understanding of financial planning principles and be able to analyze clients' financial records to develop effective financial plans.Responsibilities:Analyze clients' financial records to identify areas for improvementDevelop...
-
Financial Reporting Specialist
4 weeks ago
Toronto, Ontario, Canada Questrade Financial Group Full timeFinancial Reporting SpecialistQuestrade Financial Group is committed to helping our customers achieve financial success and security. We are a forward-thinking organization that values collaboration, diversity, and inclusion. As a Financial Reporting Specialist, you will play a key role in providing support to the finance team with monthly, quarterly, and...
-
Financial Reporting Specialist
4 weeks ago
Toronto, Ontario, Canada Questrade Financial Group Full timeFinancial Reporting Specialist RoleAt Questrade Financial Group, we are seeking a skilled Financial Reporting Specialist to join our finance team. This role is responsible for providing support to the finance team with monthly, quarterly, and annual financial reporting needs.Key ResponsibilitiesAssist with the monthly consolidation process in Netsuite,...
-
Financial Reporting Specialist
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we're committed to providing a safe and inclusive work environment where employees can thrive. As a Financial Reporting Specialist, you'll play a critical role in ensuring the accuracy and timeliness of our financial reports.Key ResponsibilitiesReview and analyze financial data to ensure compliance with regulatory requirementsPrepare and...
-
Financial Data Specialist
3 weeks ago
Toronto, Ontario, Canada TL Debt Management and Financial Services Inc. Full timeWe are seeking a skilled Financial Data Specialist to join our team at TL Debt Management and Financial Services Inc. The ideal candidate will have experience in accounting and bookkeeping, with a strong focus on financial recordkeeping and payroll management.Key Responsibilities:Calculate and prepare cheques for payrollKeep financial records and establish,...
-
Financial Reporting Specialist
3 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we foster a culture that empowers employees to take ownership of meaningful work, grow through challenging projects, and work on innovative products. We are committed to providing individuals and institutions with the highest-quality investments and advice.Job OverviewThe Financial Reporting Specialist will be responsible for ensuring the...